Identifying Planning Elements with Images

The assigned project manager for a planning element can add a thumbnail image to the planning element to help identify it within planning views and the corresponding project pages. If you add an image to an event date element, the element's shape defined in the element type is maintained and visible on the front of the element in the various views. The thumbnail image is viewable within the element details.

Within a Grid or Gantt view, hover over the image to display it. Click in the popup to pin the image to the view. From there you can click and drag the popup to move it in the view.

To upload a thumbnail image to an element:

1. From the Planning menu, select Planning Board.

2. Create a view or display an existing view.
3. Hover over the element and click to open the element for editing.

4. In the Details tab, click the image that displays next to the element name.

If a thumbnail image has not been uploaded to this element, a picture of the element displays.

5. Click Choose Image, select a file to apply to the element, and click Open.
6. Click Upload File to upload the file to the element.

7. Click Done to apply your changes.

Notes:    To delete a thumbnail image, click in an element, open the Details tab, click the image, and click Remove. Removing an image thumbnail removes it as the thumbnail image; however, the image is still available as a related document within the corresponding project in Accolade. The images that you load to a planning element are also applied as the thumbnail image for the corresponding project in Accolade. Innovation Planning and Roadmapping are optional Accolade components that you may not have access to. To implement these solutions, contact Sopheon Customer Support.